Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs.
A Traditional IRA is tax deferred account meaning that you would not need to pay any taxes on that account now. Roth IRAs on the other hand is tax exempt (tax free).
Ortega explains the difference between Self Directed IRAs which means it is managed by you. He then proceeds to make the comparison that investing in Vantage IRA is similar to investing Fidelity. The only difference is you have control over where to invest your money with a self directed IRA.
Below are some of the asset classes you can invest in.
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For decades, the ultra-wealthy and financial institutions have been putting their money to work in real estate—now with Upside Avenue, you can too. We provide access to a professionally managed, diversified portfolio of income-producing multifamily real estate for as little as $2,000. Learn more about the Upside Avenue Multifamily REIT with targeted returns of 10-15% IRR.